Altus Wealth Group LLC Top Holdings and 13F Report (2025) About Altus Wealth Group LLCInvestment ActivityAltus Wealth Group LLC has $226.05 million in total holdings as of December 31, 2024.Altus Wealth Group LLC owns shares of 143 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 9.25% of the portfolio was purchased this quarter.About 10.43% of the portfolio was sold this quarter.This quarter, Altus Wealth Group LLC has purchased 144 new stocks and bought additional shares in 55 stocks.Altus Wealth Group LLC sold shares of 60 stocks and completely divested from 12 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $20,707,996VanEck Morningstar Wide Moat ETF $12,362,840iShares Russell 1000 Growth ETF $12,153,618Pacer US Cash Cows 100 ETF $11,911,067Apple $7,922,177 Largest New Holdings this Quarter Invesco S&P 500 Momentum ETF $3,463,019 HoldingFirst Trust Growth Strength ETF $1,266,425 HoldingFirst Trust RBA American Industrial Renaissance ETF $510,775 HoldingJanus Henderson Small/Mid Cap Growth Alpha ETF $466,344 HoldingFirst Trust Municipal High Income ETF $296,910 Holding Largest Purchases this Quarter Invesco S&P 500 Momentum ETF 36,449 shares (about $3.46M)Schwab U.S. Mid-Cap ETF 85,938 shares (about $2.38M)Schwab U.S. Large-Cap Value ETF 88,723 shares (about $2.31M)Invesco MSCI USA ETF 26,926 shares (about $1.59M)iShares Core S&P 500 ETF 2,652 shares (about $1.56M) Largest Sales this Quarter VanEck Morningstar Wide Moat ETF 22,259 shares (about $2.06M)First Trust SMID Cap Rising Dividend Archievers ETF 24,895 shares (about $892.48K)Tesla 1,885 shares (about $761.24K)iShares Russell 1000 Growth ETF 1,081 shares (about $434.10K)iShares MSCI USA Min Vol Factor ETF 3,853 shares (about $342.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAltus Wealth Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$20,707,996$1,561,179 ▲8.2%35,1779.2%ETFMOATVanEck Morningstar Wide Moat ETF$12,362,840$2,063,966 ▼-14.3%133,3285.5%ETFIWFiShares Russell 1000 Growth ETF$12,153,618$434,101 ▼-3.4%30,2655.4%ETFCOWZPacer US Cash Cows 100 ETF$11,911,067$528,992 ▲4.6%210,8905.3%ETFAAPLApple$7,922,177$22,287 ▲0.3%31,6363.5%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$6,976,025$613,825 ▲9.6%86,9073.1%ETFXLKTechnology Select Sector SPDR Fund$6,755,925$318,323 ▼-4.5%29,0553.0%ETFMSFTMicrosoft$6,425,515$90,203 ▼-1.4%15,2442.8%Computer and TechnologyBLDRBuilders FirstSource$5,784,663$384,482 ▲7.1%40,4722.6%Retail/WholesaleSDYSPDR S&P Dividend ETF$5,636,923$227,606 ▼-3.9%42,6722.5%ETFXMHQInvesco S&P MidCap Quality ETF$5,235,847$276,110 ▲5.6%53,1722.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$4,298,693$342,109 ▼-7.4%48,4141.9%ETFSCHMSchwab U.S. Mid-Cap ETF$3,641,551$2,381,351 ▲189.0%131,4161.6%ETFAVGOBroadcom$3,529,372$6,260 ▲0.2%15,2231.6%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$3,463,019$3,463,019 ▲New Holding36,4491.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$3,425,474$2,313,013 ▲207.9%131,3951.5%ETFNOWServiceNow$3,014,981$16,962 ▲0.6%2,8441.3%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$2,951,280$285,307 ▲10.7%29,4191.3%ETFUNPUnion Pacific$2,898,182$30,102 ▼-1.0%12,7091.3%TransportationSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,698,897$53,001 ▼-1.9%37,7841.2%ETFGOOGLAlphabet$2,601,341$1,136 ▲0.0%13,7421.2%Computer and TechnologyNVDANVIDIA$2,568,414$65,802 ▲2.6%19,1261.1%Computer and TechnologyAMZNAmazon.com$2,548,654$312,192 ▼-10.9%11,6171.1%Retail/WholesaleVVisa$2,271,246$48,035 ▲2.2%7,1871.0%Business ServicesBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,161,255$112,124 ▼-4.9%107,3651.0%ETFAPOApollo Global Management$2,145,428$826 ▲0.0%12,9900.9%FinanceBSCQInvesco BulletShares 2026 Corporate Bond ETF$2,081,724$119,144 ▼-5.4%107,1400.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,025,780$65,798 ▲3.4%81,0640.9%ETFBXBlackstone$1,979,554$8,621 ▲0.4%11,4810.9%FinanceBRK.BBerkshire Hathaway$1,933,239$201,710 ▼-9.4%4,2650.9%FinancePBUSInvesco MSCI USA ETF$1,931,828$1,585,673 ▲458.1%32,8040.9%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,853,225$101,722 ▼-5.2%79,4690.8%ManufacturingJPMJPMorgan Chase & Co.$1,842,556$1,918 ▼-0.1%7,6870.8%FinanceQQQMInvesco NASDAQ 100 ETF$1,719,018$80,605 ▼-4.5%8,1680.8%ETFAEPAmerican Electric Power$1,702,099$21,951 ▼-1.3%18,4550.8%UtilitiesDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,635,473$27,688 ▼-1.7%40,4020.7%ETFCVXChevron$1,557,474$14,339 ▲0.9%10,7530.7%Oils/EnergyAVNMAvantis All International Markets Equity ETF$1,439,821$215,571 ▲17.6%26,2890.6%ETFIBTJiShares iBonds Dec 2029 Term Treasury ETF$1,408,885$50,821 ▼-3.5%66,0630.6%ManufacturingHDHome Depot$1,384,938$3,501 ▼-0.3%3,5600.6%Retail/WholesaleFTGSFirst Trust Growth Strength ETF$1,266,425$1,266,425 ▲New Holding40,3320.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,241,565$6,553 ▲0.5%15,9150.5%ETFSCHDSchwab US Dividend Equity ETF$1,208,289$832,473 ▲221.5%44,2270.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$1,195,874$892,478 ▼-42.7%33,3580.5%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,176,123$949,497 ▲419.0%19,8870.5%ManufacturingTYTri-Continental$1,102,871$13,944 ▼-1.2%34,8020.5%FinanceXOMExxon Mobil$1,089,672$10,111 ▲0.9%10,1300.5%Oils/EnergyFDLFirst Trust Morningstar Dividend Leaders Index$1,078,498$6,764 ▼-0.6%26,7880.5%ETFNFLXNetflix$1,066,910$34,761 ▲3.4%1,1970.5%Consumer DiscretionaryHONHoneywell International$1,007,539$25,753 ▼-2.5%4,4600.4%Multi-Sector ConglomeratesPEPPepsiCo$959,245$42,427 ▼-4.2%6,3080.4%Consumer StaplesMCDMcDonald's$942,391$51,598 ▼-5.2%3,2510.4%Retail/WholesaleEOGEOG Resources$938,472$23,290 ▼-2.4%7,6560.4%Oils/EnergyCOSTCostco Wholesale$883,284$7,330 ▲0.8%9640.4%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$872,791$19,945 ▼-2.2%4,9010.4%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$860,950$48,758 ▼-5.4%44,1970.4%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$836,742$100,178 ▲13.6%25,5420.4%ETFKMIKinder Morgan$834,485$4,028 ▲0.5%30,4560.4%Oils/EnergyCMCSAComcast$819,721$49,764 ▼-5.7%21,8420.4%Consumer DiscretionaryATOAtmos Energy$814,460$47,492 ▼-5.5%5,8480.4%UtilitiesIWRiShares Russell Mid-Cap ETF$803,460$94,145 ▲13.3%9,0890.4%ETFLMTLockheed Martin$800,014$30,620 ▼-3.7%1,6460.4%AerospaceFIBKFirst Interstate BancSystem$774,068$21,853 ▼-2.7%23,8390.3%FinanceEMEEMCOR Group$773,9000.0%1,7050.3%ConstructionFPEFirst Trust Preferred Securities and Income ETF$770,252$215,622 ▼-21.9%43,5170.3%ETFVTIVanguard Total Stock Market ETF$768,744$869 ▲0.1%2,6530.3%ETFTSLATesla$758,412$761,239 ▼-50.1%1,8780.3%Auto/Tires/TrucksBSCPInvesco BulletShares 2025 Corporate Bond ETF$743,957$106,843 ▼-12.6%36,0270.3%ETFSPYSPDR S&P 500 ETF Trust$743,262$220,986 ▼-22.9%1,2680.3%FinanceTXNTexas Instruments$722,591$16,312 ▼-2.2%3,8540.3%Computer and TechnologyLOWLowe's Companies$720,903$494 ▼-0.1%2,9210.3%Retail/WholesaleIBTHiShares iBonds Dec 2027 Term Treasury ETF$717,325$24,794 ▼-3.3%32,3170.3%ManufacturingKVUEKenvue$673,627$6,597 ▼-1.0%31,5520.3%Consumer StaplesABBVAbbVie$668,783$26,296 ▲4.1%3,7640.3%MedicalWMTWalmart$633,272$5,331 ▼-0.8%7,0090.3%Retail/WholesaleSPDWSPDR Portfolio Developed World ex-US ETF$614,490$6,246 ▼-1.0%18,0040.3%ETFTROWT. Rowe Price Group$609,113$21,714 ▼-3.4%5,3860.3%FinanceNEANuveen AMT-Free Quality Municipal Income Fund$605,601$21,816 ▼-3.5%53,6880.3%Financial ServicesFIXDFirst Trust TCW Opportunistic Fixed Income ETF$603,505$307,618 ▲104.0%14,0450.3%ManufacturingINTCIntel$580,750$9,664 ▼-1.6%28,9650.3%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$574,546$191,875 ▲50.1%9,0550.3%ManufacturingDISWalt Disney$563,983$5,233 ▼-0.9%5,0650.2%Consumer DiscretionaryGOOGAlphabet$551,751$50,090 ▲10.0%2,8970.2%Computer and TechnologyDSIiShares MSCI KLD 400 Social ETF$543,6430.0%4,9310.2%ETFBAXBaxter International$533,740$38,141 ▼-6.7%18,3040.2%MedicalBACBank of America$530,257$6,461 ▲1.2%12,0650.2%FinanceAIRRFirst Trust RBA American Industrial Renaissance ETF$510,775$510,775 ▲New Holding6,6300.2%ManufacturingFTECFidelity MSCI Information Technology Index ETF$509,7140.0%2,7570.2%ETFMETAMeta Platforms$497,098$59,722 ▲13.7%8490.2%Computer and TechnologySMHVanEck Semiconductor ETF$490,636$15,741 ▲3.3%2,0260.2%ManufacturingMSTRMicroStrategy$470,633$70,957 ▲17.8%1,6250.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$469,408$44,475 ▲10.5%4,0740.2%ETFJSMDJanus Henderson Small/Mid Cap Growth Alpha ETF$466,344$466,344 ▲New Holding6,2120.2%ManufacturingPGProcter & Gamble$463,885$139,987 ▼-23.2%2,7670.2%Consumer StaplesMAMastercard$463,420$3,160 ▲0.7%8800.2%Business ServicesVNLAJanus Henderson Short Duration Income ETF$449,146$27,830 ▼-5.8%9,1830.2%ETFUNHUnitedHealth Group$440,604$18,717 ▼-4.1%8710.2%MedicalMSMorgan Stanley$437,169$12,573 ▼-2.8%3,4770.2%FinanceAMGNAmgen$433,592$48,727 ▼-10.1%1,6640.2%MedicalLNCLincoln National$431,585$7,515 ▼-1.7%13,6100.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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